Notice: This company has been marked as potentially delisted and may not be actively trading. Simplify U.S. Equity PLUS GBTC ETF (SPBC) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisDividendHeadlinesHoldingsOptions ChainOwnershipRatingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Simplify U.S. Equity PLUS GBTC ETF (NASDAQ:SPBC)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$27.31MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$9.15M Get SPBC Insider Trade Alerts Want to know when executives and insiders are buying or selling Simplify U.S. Equity PLUS GBTC ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SPBC Institutional Buying and Selling by Quarter Remove Ads Simplify U.S. Equity PLUS GBTC ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/17/2025 Wealth Enhancement Advisory Services LLC10,258$396K0.0%N/A1.080% 2/14/2025 Jane Street Group LLC13,986$540K0.0%N/A2.432% 2/13/2025 NewEdge Advisors LLC1,535$59K0.0%N/A0.267% 2/13/2025 Envestnet Asset Management Inc.34,116$1.32M0.0%+165.7%5.933% 2/12/2025 OLD Mission Capital LLC21,530$832K0.0%+165.6%3.744% 2/11/2025 LPL Financial LLC103,341$3.99M0.0%+86.8%17.972% 2/3/2025 Private Advisor Group LLC247,130$9.55M0.1%-30.9%42.979% 1/24/2025 Chicago Partners Investment Group LLC9,682$377K0.0%N/A1.684% 1/24/2025 Total Clarity Wealth Management Inc.31,925$1.23M0.4%-60.1%5.552% 1/23/2025 Ferguson Shapiro LLC22,010$850K0.3%N/A3.828% Get the Latest News and Ratings for SPBC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Simplify U.S. Equity PLUS GBTC ETF and its competitors with MarketBeat's FREE daily newsletter. 1/16/2025 SFG Wealth Management LLC.227,329$8.78M4.6%+1.8%39.535% 1/8/2025 Worth Asset Management LLC16,919$653K0.3%+73.0%2.942% 11/1/2024 SFG Wealth Management LLC.223,279$8.12M4.3%+7.5%38.831% 10/22/2024 Private Advisor Group LLC357,723$13.00M0.1%+537.2%62.213% 10/9/2024 Worth Asset Management LLC9,780$356K0.2%+3.4%1.701% 8/9/2024 Total Clarity Wealth Management Inc.74,425$2.57M0.9%+48.5%12.943% 8/5/2024 Private Advisor Group LLC56,137$1.94M0.0%-45.4%9.763% 7/19/2024 SFG Wealth Management LLC.207,793$7.17M4.1%+16.7%36.138% 7/11/2024 Worth Asset Management LLC9,455$326K0.2%-53.8%1.644% 4/30/2024 Private Advisor Group LLC102,774$3.48M0.0%N/A15.226% 4/26/2024 SFG Wealth Management LLC.178,089$6.02M3.6%+303.6%26.384% 4/12/2024 Worth Asset Management LLC20,466$692K0.4%-59.0%0.000% 1/19/2024 SFG Wealth Management LLC.44,121$1.25M0.8%N/A0.000% 1/11/2024 Worth Asset Management LLC49,965$1.42M1.0%+76.7%0.000% 10/11/2023 Worth Asset Management LLC28,281$678K0.5%N/A0.000% 8/4/2023 Envestnet Asset Management Inc.74,750$1.87M0.0%N/A0.000% 7/31/2023 WealthPLAN Partners LLC40,795$1.02M0.1%-33.7%0.000% 7/25/2023 WealthPlan Investment Management LLC561$85K0.0%-98.3%0.000% 5/10/2023 WealthPLAN Partners LLC61,486$1.40M0.2%-36.0%0.000% 5/8/2023 WealthPlan Investment Management LLC32,453$740K0.1%-66.2%0.000% 3/6/2023 OLD Mission Capital LLC21,857$440K0.0%+111.3%0.000% 12/12/2022 WealthPlan Investment Management LLC98,413$2.03M0.1%N/A0.000% 11/14/2022 OLD Mission Capital LLC10,344$198K0.0%-13.4%0.000% 11/8/2022 IFP Advisors Inc1,821$46K0.0%N/A0.000% 8/5/2022 OLD Mission Capital LLC11,943$244K0.0%N/A0.000% 5/11/2022 Ovata Capital Management Ltd4,000,000$106.12M32.7%N/A0.000% 5/3/2022 WealthPLAN Partners LLC50,296$1.20M0.1%N/A0.000% 2/10/2022 Private Advisor Group LLC24,785$697K0.0%N/A0.000% 2/3/2022 Advisor Group Holdings Inc.4,541$128K0.0%+22.7%0.000% 11/5/2021 Advisor Group Holdings Inc.3,700$95K0.0%N/A0.000% Musk’s real agenda in D.C. (Ad)In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…Here’s the full story.8/13/2021 OLD Mission Capital LLC9,997$254K0.0%N/A0.000% (Data available from 1/1/2016 forward)Remove Ads SPBC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SPBC shares? During the previous two years, 14 institutional investors and hedge funds held shares of Simplify U.S. Equity PLUS GBTC ETF. The most heavily invested institutionals were Private Advisor Group LLC ($9.55M), SFG Wealth Management LLC. ($8.78M), LPL Financial LLC ($3.99M), Envestnet Asset Management Inc. ($1.32M), Total Clarity Wealth Management Inc. ($1.23M), WealthPLAN Partners LLC ($1.02M), and Ferguson Shapiro LLC ($850K).Learn more on SPBC's institutional investors. Which institutional investors have been buying Simplify U.S. Equity PLUS GBTC ETF stock? Of the 12 institutional investors that purchased Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($404.36K), SFG Wealth Management LLC. ($227.33K), Envestnet Asset Management Inc. ($96.03K), Worth Asset Management LLC ($57.43K), LPL Financial LLC ($48.03K), Total Clarity Wealth Management Inc. ($24.30K), and Ferguson Shapiro LLC ($22.01K). How much institutional buying is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have bought a total of 928,372 shares in the last 24 months. This purchase volume represents approximately $31.72M in transactions. Which Simplify U.S. Equity PLUS GBTC ETF major shareholders have been selling company stock? The following institutional investors have sold Simplify U.S. Equity PLUS GBTC ETF stock in the last 24 months: Private Advisor Group LLC ($157.23K), WealthPlan Investment Management LLC ($95.55K), WealthPLAN Partners LLC ($55.34K), Total Clarity Wealth Management Inc. ($48.02K), and Worth Asset Management LLC ($40.51K). How much institutional selling is happening at Simplify U.S. Equity PLUS GBTC ETF? Institutional investors have sold a total of 396,650 shares in the last 24 months. This volume of shares sold represents approximately $14.95M in transactions. 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